Estate Planning & Probate Law

December 8, 2017

Law Offices of Bradley Arant Boult Cummings LLP, 1819 5th Avenue N, Birmingham
8:20 a.m.
6 MCLE Credit Hours, including 1 Ethics Hour

[ Seminar Brochure ]

Your clients depend on you to protect their financial interests, but planning in today’s financial environment is more complex than ever.   Don’t miss this important program, which for 40 years has helped Alabama attorneys safeguard their clients with the practical information that is essential to any estate planning practice.

If you are unable to attend this seminar in person, you also have the option of watching LIVE from your own computer. Live webcasting allows attorneys from all parts of the state to have access to quality speakers and programs without having to travel. Webcasts count as "live credits" just as if the viewer were in attendance at the seminar. 

TO REGISTER FOR THE WEBCASTClick Here and follow the on screen instructions.

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To pay by credit card, select the registration option below:

$349 LIVE ON SITE SEMINAR - Registration after 12:00 p.m. the day before the seminar Registration
At the seminar you will receive the materials on flash drive. If time permits, you will receive a link for downloading the seminar materials before the seminar.
To pay by check, you may download and print the mail in registration form.
Mail your form and check to: CLE Alabama, Box 870384, Tuscaloosa, AL 35487-0384.

The Schedule

8:00        Registration and Continental Breakfast Buffet

8:20        Welcome

Morning Presider:
R. Gregory Watts, Johnstone Adams LLC, Mobile

8:30        Ethical Issues in Estate Planning
Brooke A. Everley, Everley Law LLC / Red Mountain Law Group, Birmingham
Robert Gardner, Gardner Law LLC / Red Mountain Law Group, Birmingham

9:30       Real Estate Issues in Estate Planning
This presentation will address an array of issues related to the management and disposition of real property during probate, including joint ownership; simple deed transfers; contracts for sale in existence at death; the rights of a personal representative to possess, rent and sell real property; ancillary administration of real estate located outside of Alabama; real property held in trust; and federal, state and local tax considerations.  The speaker will also provide practical estate planning tips to minimize or avoid common problems related to the disposition of real property at death.

Bradley W. Lard, Bradley Arant Boult Cummings LLP, Birmingham

10:30     Refreshment and Networking Break

10:40     Practical Issues Representing Fiduciaries
Tanya K. Shunnara, Sirote & Permutt PC, Birmingham

11:40     Lunch on Your Own

Afternoon Presider:
Craig M. Stephens, Sirote & Permutt PC, Birmingham

12:40     Power of Attorney Issues
Peter Wright, Sirote & Permutt PC, Birmingham

1:10        Cemetery Plots in Estate Planning
Andrew J. Potts, Attorney at Law, Birmingham

1:40        Refreshment and Networking Break

1:50        Options for Gifts to Minors
Jessica S. Grover and James P. Naftel II, Maynard Cooper & Gale PC, Birmingham

2:50        Charitable Gift Planning
This presentation will explore practical and actionable options available to help your clients accomplish their charitable estate planning goals and to strategically select the best assets to achieve those goals.  Techniques covered will include charitable bequests, gifts of retirement assets and life insurance, charitable trusts and the use of donor advised funds.  The speaker will address how to assist your clients in conducting due diligence on possible charitable beneficiaries and other practical considerations regarding the implementation of their charitable plan. 

Megan R. Wilson, Bradley Arant Boult Cummings LLP, Birmingham

3:50        Adjourn